iShares S&P MidCap 400 Index shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth Advisors investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Long Run Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 133k | 65.26 |
| 2025-06-30 | $2.0M | 33k | 62.02 |
| 2025-03-31 | $1.9M | 33k | 58.35 |
| 2024-12-31 | $1.9M | 30k | 62.31 |
| 2024-09-30 | $1.9M | 31k | 62.32 |
| 2024-06-30 | $1.6M | 28k | 58.52 |
| 2024-03-31 | $1.4M | 23k | 60.74 |
| 2023-12-31 | $1.3M | 4.6k | 277.15 |
| 2023-09-30 | $1.2M | 4.7k | 249.35 |
| 2023-06-30 | $1.2M | 4.7k | 261.48 |
| 2023-03-31 | $1.2M | 4.7k | 250.16 |
| 2022-12-31 | $1.1M | 4.7k | 241.89 |
| 2022-09-30 | $1.0M | 4.8k | 219.25 |
| 2022-06-30 | $1.1M | 4.8k | 226.19 |
| 2022-03-31 | $1.1M | 4.3k | 268.39 |
| 2021-12-31 | $1.1M | 4.0k | 283.19 |